August 23, 2022 •
Estate Planning 
Many families help their disabled loved ones with whatever resources they have, if they can, but this must be done carefully to protect eligibility for government aid. An ABLE account—named for the Achieving a Better Life Experience Act—can be paired with Special Needs Trusts to improve the quality of life for the disabled family member.
Read MoreApril 8, 2022 •
Estate Planning 
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
Read MoreAugust 30, 2021 •
Estate Planning ![]()
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
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